401k Plan data: WATSON, RICE AND COMPANY 401(K) PLAN plan

WATSON, RICE AND COMPANY 401(K) PLAN 401k Plan overview

Plan Name	WATSON, RICE AND COMPANY 401(K) PLAN
Plan identification number	001

WATSON, RICE AND COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WATSON, RICE AND COMPANY has sponsored the creation of one or more 401k plans.

Company Name: WATSON, RICE AND COMPANY

Employer identification number (EIN): 223417121

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WATSON, RICE AND COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 GLENDA HADNOTT 2020-06-30
001 2018-01-01 GLENDA HADNOTT 2019-06-04
001 2017-01-01 GLENDA HADNOTT 2018-05-24
001 2016-01-01 GLENDA HADNOTT 2017-07-10
001 2015-01-01 GLENDA HADNOTT 2016-06-07
001 2014-01-01 GLENDA HADNOTT 2015-06-23
001 2013-01-01 GLENDA HADNOTT 2014-06-27
001 2012-01-01 GLENDA HADNOTT GLENDA HADNOTT 2013-07-10
001 2011-01-01 GLENDA HADNOTT
001 2009-01-01
001 2009-01-01 GLENDA HADNOTT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	GLENDA HADNOTT	2020-06-30
001	2018-01-01	GLENDA HADNOTT	2019-06-04
001	2017-01-01	GLENDA HADNOTT	2018-05-24
001	2016-01-01	GLENDA HADNOTT	2017-07-10
001	2015-01-01	GLENDA HADNOTT	2016-06-07
001	2014-01-01	GLENDA HADNOTT	2015-06-23
001	2013-01-01	GLENDA HADNOTT	2014-06-27
001	2012-01-01	GLENDA HADNOTT		GLENDA HADNOTT	2013-07-10
001	2011-01-01	GLENDA HADNOTT
001	2009-01-01
001	2009-01-01	GLENDA HADNOTT

Plan Statistics for WATSON, RICE AND COMPANY 401(K) PLAN

401k plan membership statisitcs for WATSON, RICE AND COMPANY 401(K) PLAN

Measure Date Value
2012: WATSON, RICE AND COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 30
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 53
Number of participants with account balances 2012-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: WATSON, RICE AND COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 58
Number of participants with account balances 2011-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: WATSON, RICE AND COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 49
Number of participants with account balances 2009-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: WATSON, RICE AND COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	30
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	53
Number of participants with account balances	2012-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: WATSON, RICE AND COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	58
Number of participants with account balances	2011-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: WATSON, RICE AND COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	26
Total of all active and inactive participants	2009-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	49
Number of participants with account balances	2009-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WATSON, RICE AND COMPANY 401(K) PLAN

Measure	Date	Value
2012 : WATSON, RICE AND COMPANY 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$262,323
Expenses. Total of all expenses incurred	2012-12-31	$88,370
Benefits paid (including direct rollovers)	2012-12-31	$85,590
Total plan assets at end of year	2012-12-31	$1,832,804
Total plan assets at beginning of year	2012-12-31	$1,658,851
Total contributions received or receivable from participants	2012-12-31	$70,019
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$164,008
Net income (gross income less expenses)	2012-12-31	$173,953
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,832,804
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,658,851
Assets. Value of participant loans	2012-12-31	$89,267
Total contributions received or receivable from employer(s)	2012-12-31	$28,296
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$1,830
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$950
2011 : WATSON, RICE AND COMPANY 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$130,253
Expenses. Total of all expenses incurred	2011-12-31	$170,607
Benefits paid (including direct rollovers)	2011-12-31	$168,222
Total plan assets at end of year	2011-12-31	$1,658,851
Total plan assets at beginning of year	2011-12-31	$1,699,205
Total contributions received or receivable from participants	2011-12-31	$82,420
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$15,277
Net income (gross income less expenses)	2011-12-31	$-40,354
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,658,851
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,699,205
Assets. Value of participant loans	2011-12-31	$88,701
Total contributions received or receivable from employer(s)	2011-12-31	$32,556
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$306
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,079
2010 : WATSON, RICE AND COMPANY 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$297,064
Expenses. Total of all expenses incurred	2010-12-31	$245,423
Benefits paid (including direct rollovers)	2010-12-31	$243,906
Total plan assets at end of year	2010-12-31	$1,699,205
Total plan assets at beginning of year	2010-12-31	$1,647,564
Total contributions received or receivable from participants	2010-12-31	$106,201
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$149,755
Net income (gross income less expenses)	2010-12-31	$51,641
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,699,205
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,647,564
Assets. Value of participant loans	2010-12-31	$121,875
Total contributions received or receivable from employer(s)	2010-12-31	$41,108
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$317
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,200

Form 5500 Responses for WATSON, RICE AND COMPANY 401(K) PLAN

2012: WATSON, RICE AND COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WATSON, RICE AND COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WATSON, RICE AND COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WATSON, RICE AND COMPANY
Employer identification number (EIN):	223417121
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants